Populate quick create with parent form

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Posted on by EnriqueMdz

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Hi all,

In a custom entity Form, I have a a subrid on which I can create and associate records. When the "+" of the subgrid is clicked, the Quick Create form of the related entity shows up and then you can populate the required fields to create a new record. However, I have a requirement on which I need to prepopulate some fields in the Quick Create form with some of the values of the primary entity. Which would be the best solution for this? I have a couple of ideas but not sure if they are the best, so suggestions will be very appretiated.

Thanks in advance!

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Answers (2)

Mostafaali93 10 on at

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RE: Populate quick create with parent form

Can you send this link again as it is not working with me
Rizwan Aarif 480 on at

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RE: Populate quick create with parent form

Hi,

I have a different requirement next to this.

I need to get the value of the field (via Js) which is being prepopulated.

I tried capturing it on on_load of form (quick create from) and on_change of field (in quick create form) but I am getting a null.

Any way around?
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Alex Fun Wei Jie 33,626 on at

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RE: Populate quick create with parent form

Hi,

If you are creating record from parents record, Arun's suggestion would be the easiest in this case. But, as we know user also can create record using quick create from main page. So, if user wanted the same functionality, you have to consider this as well. You can achieve via below method.

1. JS-webapi

2. Workflow.
RaviKashyap 55,410 Moderator on at

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RE: Populate quick create with parent form

As mentioned above, the best way is to create mapping between the parent & child record.
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gdas 50,091 Moderator on at

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RE: Populate quick create with parent form

Hi Enrique,

Agreed with Arun create a mapping between parent entity and related entity which will work for you.
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Arun Vinoth 11,615 Moderator on at

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RE: Populate quick create with parent form

You can achieve this with zero code by using OOB field mappings between entity relationships.

blog.fullscope.com/.../save-time-entering-data-into-crm-by-mapping-fields-between-records